エピソード

  • STACKED UNPACKED: Quarterly Live Q&A

    STACKED UNPACKED: Quarterly Live Q&A
    2025/08/18
    In this episode, Corey Hoffstein and Adam Butler take you inside the latest Q2 commentary on the Return Stacked® ETF suite. They break down key strategies behind ETFs like RSSX, RSSB, RSBT, and RSST—covering everything from performance differentials in trend strategies to the mechanics of trend model replication. You’ll hear sharp analysis of return stack carry funds, year-to-date performance, and how they behave in multi-asset portfolios. The hosts also explore fixed income sector positioning, the role of energy exposure, and why merger arbitrage deserves a closer look as a diversifier. The episode wraps with the new RSSX ETF, blending U.S. stocks, gold, and Bitcoin to meet evolving market demands.
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    1 時間 9 分
  • E16. From Fringe to Foundational: The Case for Bitcoin in the Modern Portfolio

    E16. From Fringe to Foundational: The Case for Bitcoin in the Modern Portfolio
    2025/07/31
    In this episode, Rodrigo Gordillo, President of ReSolve Asset Management Global, and Mike Philbrick, CEO of ReSolve Asset Management Global unpack Ric Edelman’s bold argument for allocating 10–40% of a portfolio to Bitcoin. They explore how Bitcoin is evolving from a fringe asset to a foundational one, discuss its role alongside gold, and examine the structural shifts—from regulatory clarity to ETF innovation—that are driving institutional adoption. If you're rethinking diversification in a changing economic landscape, this conversation delivers the key insights.
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    43 分
  • Stacking Merger Arbitrage with Corey Hoffstein

    Stacking Merger Arbitrage with Corey Hoffstein
    2025/07/10
    In this special interview, Corey Hoffstein sits down with Advisor Analyst to discuss merger arbitrage and its role in portfolio diversification. Corey breaks down how investors can capture the residual spread in merger deals, comparing the strategy to traditional credit markets, and explaining how return stacking and portable alpha can enhance portfolio efficiency. Originally recorded for Advisor Analyst (advisoranalyst.com), this conversation offers valuable insights for investors exploring alternative risk premia and advanced portfolio construction techniques.
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    16 分
  • Mastering Diversified Carry with Adam Butler

    Mastering Diversified Carry with Adam Butler
    2025/07/02
    In this exclusive interview hosted by Advisor Analyst (advisoranalyst.com), Adam Butler dives deep into the mechanics of diversified carry strategies, cross-asset risk management, and return stacking. Adam unpacks the technical and practical definitions of carry, explains how the strategy operates across currencies, bonds, equities, and commodities, and explores how combining carry with trend following and managed futures can provide stable, risk-adjusted returns across economic cycles.
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    25 分
  • E15. Stacking Returns Without Sacrificing Core Exposure: Introducing RSSX

    E15. Stacking Returns Without Sacrificing Core Exposure: Introducing RSSX
    2025/06/27
    Investors seeking exposure to alternatives like gold and Bitcoin face a tough tradeoff: diversify or stay fully invested in stocks and bonds. What if you didn’t have to choose? In this episode, we unveil Return Stacked® U.S. Stocks & Gold/Bitcoin (RSSX) - an ETF designed to deliver long-term capital appreciation by stacking diversified exposures on top of traditional equity allocations. Discover how RSSX leverages capital-efficient strategies to provide $1 of exposure to U.S. large-cap stocks plus $1 of exposure to a Gold/Bitcoin mix - all for every $1 invested. We’ll walk through the mechanics, behavioral advantages, and real-world application of the latest return-stacking innovation. Whether you're an advisor looking to optimize client portfolios or an investor seeking smarter diversification, this session is a must-listen.
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    1 時間
  • E14. Reimagining the 60/40 Portfolio, Hard Assets, Bitcoin as Digital Gold & Asset Allocation Strategies

    E14. Reimagining the 60/40 Portfolio, Hard Assets, Bitcoin as Digital Gold & Asset Allocation Strategies
    2025/06/26
    In this episode hosts Mike Philbrick and Rodrigo Gordillo welcome Mark Valek, partner at Incrementum AG and co-author of the acclaimed In Gold We Trust report. Mark, a seasoned macro investor with decades of expertise at the intersection of gold, monetary policy, and systemic risk, offers deep insights into the evolving roles of gold and Bitcoin. The discussion covers a diverse range of topics including macro investing, fiscal dominance, central bank gold accumulation, innovative portfolio allocations, and the emergence of Bitcoin as digital gold.
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    1 時間 2 分
  • E13. In Gold We Trust 2025 - The Big Long

    E13. In Gold We Trust 2025 - The Big Long
    2025/06/06
    Return Stacked is back with a deep dive into the world of alternative assets, featuring Mike Philbrick—CEO of ReSolve Asset Management and co-founder of Return Stacked ETFs, and Rodrigo Gordillo, President of ReSolve Asset Management and co-founder of Return Stacked ETFs, both of whom are recognized voices in asset management and diversification. In this engaging episode, Mike and Rodrigo explore a broad range of topics, including gold’s structural fundamentals, bitcoin’s emerging role, portfolio diversification techniques, behavioral biases, and the macro trends shaping global investment strategies.
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    1 時間
  • E12. Rafael Ortega: Using Return Stacking To Build an All-Terrain Portfolio

    E12. Rafael Ortega: Using Return Stacking To Build an All-Terrain Portfolio
    2025/05/30
    In this episode, Rodrigo Gordillo sits down with Rafael Ortega, a distinguished Spanish investor and Senior Investment Fund Manager at Andbank Wealth Management. Known for pioneering innovative portfolio solutions in Spain—from the classic permanent portfolio to advanced return stacking and off-road strategies—Rafael discusses a wide range of topics including diversification, structural risk balancing, leveraging, regulatory hurdles, and the future of portable alpha in today’s dynamic markets.
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    1 時間 10 分